See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,041 | $198,466+42.6% | $170,442+66.1% | $147,584+91.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 8.59% | 257.29%-248.7pp | 205.93%-197.3pp | 578.55%-570.0pp |
| Employer contribution / active EE | $4,458 | $6,184-27.9% | $5,433-17.9% | $4,876-8.6% |
| Participant deferral / active EE | $6,366 | $5,629+13.1% | $4,939+28.9% | $5,439+17.1% |
| Admin fee / account holder | $4,004 | $16,852-76.2% | $13,880-71.2% | $10,885-63.2% |